RIAs: Under $100M AUM
12,978 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Crossmarket Capital, LLC
RIANewport Beach, CA
AUM $22.3MTEAM 2REPS 1
Vertex Financial Advisors LLC
RIAElkins Park, PA
AUM $22.2MTEAM 1REPS 1
Paracca Financial Group
RIAOsprey, FL
AUM $22.2MTEAM 3REPS 2
Seiwell Advisors, LLC
RIAAUM $22.2MTEAM 2REPS 2
Daceyholden Management, LLC
RIAFort Lee, NJ
AUM $22.2MTEAM 1REPS 1
MAR Financial
RIAAUM $22.2MTEAM 1REPS 1
Prce Management LLC
RIAAlpharetta, GA
AUM $22.2MTEAM 5REPS 5
Mariposa Capital Management, LLC
RIAPasadena, CA
AUM $22.2MTEAM 1REPS 1
Eric Krone Associates, Inc.
RIASunnyside, NY
AUM $22.2MTEAM 1REPS 1
Woodgreen Advisory, LLC
RIAAUM $22.2MTEAM 1REPS 1
Financial Telesis Company
RIASolvang, CA
AUM $22.2MTEAM 1REPS 2
Durant Financial Planning LLC
RIAAUM $22.2MTEAM 1REPS 1
Diversified Capital Wealth Management, LLC
RIAMequon, WI
AUM $22.2MTEAM 2REPS 2
Centurion Wealth Management LLC
RIASuwanee, GA
AUM $22.2MTEAM 1REPS 1
Railroad Street Wealth Management, LLC
RIAAUM $22.1MTEAM 1REPS 1
Velmark Capital Management LLC
RIASan Francisco, CA
AUM $22.1MTEAM 1REPS 1
Skinner Advisory, Ltd.
RIAAUM $22.1MTEAM 1REPS 1
YOU First Financial LLC
RIAHolladay, UT
AUM $22.1MTEAM 2REPS 2
Personal Prosperity LLC
RIAAUM $22.1MTEAM 2REPS 1
King Capital Management LLC
RIAAUM $22.1MTEAM 1REPS 2
Paramount Investments, LLC
RIAAUM $22.1MTEAM 1REPS 1
Valiant Financial Planning, LLC
RIAAUM $22.1MTEAM 1REPS 1
Atorie Advisors, LLC
RIAAUM $22.1MTEAM 3REPS 1
Altanes Investments, LLC
RIAAUM $22.1MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?